+248.5%
SMR vs QQQI
+56.3%
+192.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -3.2% |
| 7D | +4.7% | -1.0% | +5.8% | +7.7% |
| 30D | +3.2% | -0.6% | +3.8% | +5.2% |
| 3M | +9.9% | +3.4% | +6.5% | +2.7% |
| 6M | -15.1% | +10.6% | -25.8% | -31.0% |
| YTD | -27.9% | +10.3% | -38.3% | -40.2% |
| 1Y | -70.2% | +16.3% | -86.6% | -77.5% |
| All | +248.5% | +56.3% | +192.2% | +104.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded QQQI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling